Purchases and Sales Made in Q3 2024 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q3 2024. The information is specifically focused on institutions that hold shares of INDUSTRIAL SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.54K+ 4.25% |
$185K - $208K
|
37.7K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.53KNew |
$185K - $208K
|
1.53K
$209K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.51K+ 13.18% |
$182K - $204K
|
13K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.51KNew |
$182K - $204K
|
1.51K
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.5KNew |
$181K - $204K
|
1.5K
$205K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.5KNew |
$181K - $203K
|
1.5K
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.5KNew |
$181K - $203K
|
1.5K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.5KNew |
$181K - $203K
|
1.5K
$204K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.5KNew |
$180K - $203K
|
1.5K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.49K+ 16.89% |
$180K - $202K
|
10.3K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.48KNew |
$179K - $201K
|
1.48K
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$179K - $201K
|
1.48K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.48KNew |
$178K - $200K
|
1.48K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.45KNew |
$175K - $197K
|
1.45K
$198K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.44K+ 15.23% |
$174K - $195K
|
10.9K
$1.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.44K+ 6.78% |
$173K - $195K
|
22.7K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.44K+ 4.87% |
$173K - $195K
|
30.9K
$4.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1.4K+ 1346.15% |
$169K - $190K
|
1.5K
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.4K+ 4.16% |
$169K - $189K
|
35K
$4.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.33K+ 3.2% |
$161K - $181K
|
43K
$5.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.3K+ 2.29% |
$156K - $176K
|
58K
$7.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.28K+ 5.79% |
$155K - $174K
|
23.4K
$3.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 1.83% |
$154K - $173K
|
71.2K
$9.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.28K+ 11.38% |
$154K - $173K
|
12.5K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.28K+ 0.25% |
$154K - $173K
|
510K
$69.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.26K+ 11.69% |
$152K - $171K
|
12K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.23K+ 12.64% |
$148K - $167K
|
11K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.22K+ 644.97% |
$147K - $165K
|
1.41K
$192K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.22K+ 3.55% |
$147K - $165K
|
35.5K
$4.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.2K+ 17.19% |
$145K - $162K
|
8.17K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.19K+ 11.79% |
$143K - $161K
|
11.3K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.19K+ 16.75% |
$143K - $161K
|
8.27K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.17K+ 31.69% |
$142K - $159K
|
4.88K
$665K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.16K+ 1.37% |
$139K - $157K
|
85.3K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.15K+ 3.18% |
$139K - $156K
|
37.4K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.1K+ 12.47% |
$133K - $149K
|
9.93K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.09K+ 1.3% |
$131K - $147K
|
85.1K
$11.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.08K+ 1.35% |
$130K - $146K
|
80.5K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.05K+ 4.38% |
$127K - $142K
|
25.1K
$3.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.04K+ 4.48% |
$125K - $141K
|
24.2K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.02K+ 7.93% |
$123K - $139K
|
13.9K
$1.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$122K - $137K
|
1.01K
$138K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.01K+ 3.29% |
$122K - $137K
|
31.7K
$4.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1K+ 490.2% |
$121K - $135K
|
1.2K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1KNew |
$121K - $135K
|
1K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
980+ 3.94% |
$118K - $133K
|
25.8K
$3.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
975+ 1.62% |
$118K - $132K
|
61.2K
$8.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
974+ 2.28% |
$117K - $132K
|
43.6K
$5.95M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
970+ 7.26% |
$117K - $131K
|
14.3K
$1.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
966+ 12.41% |
$116K - $131K
|
8.75K
$1.19M
|